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Jaded Consumer

 
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  • Apple's Innovation: Proof It's Over, Or Reason To Buy?
    Tue, Oct. 21 AAPL 42 Comments

    Summary

    • Apple's post-news sell-off isn't unusual - but is it an opportunity?
    • Far from having lost some old lead gained from early innovation, Apple continues to develop differentiated products customers love.
    • Apple's competitive position in China has changed for the better.
    • Apple's Q4'2014 will be driven not only by holiday demand but huge order backlogs from Q3'2014.
  • Apple's iPhone Launch: Predicting A Strong 2014 Holiday Quarter?
    Thu, Oct. 9 AAPL 21 Comments

    Summary

    • Apple's record-setting iPhone launch didn't include China.
    • Chinese demand for Apple's phones is high.
    • Chinese launch sales atop the holiday season sales suggest a new record quarter.
    • Apple Pay promises improved margins across Apple's entire product lineup from internal transaction processing.
  • Scale Is Opportunity At Apple
    Mon, Sep. 8 AAPL 33 Comments

    Summary

    • Apple's Fall shipping reservations echoes its holiday shipping for the first iMac, which displaced competitors seeking to make holiday sales.
    • Apple's volumes make possible capital investments that competitors can't easily match.
    • Apple's vertical integration prevents competitors from interfering with Apple's operations.
  • Apple's Quality Is A Competitive Advantage
    Fri, Sep. 5 AAPL 62 Comments

    Summary

    • Quality products support Apple's margins and its profit.
    • Apple's consistent top marks in satisfaction surveys mean customer retention, word of mouth, trust.
    • Apple's quality reputation makes iOS the priority platform even for cross-platform developers.
    • Apple's reputation for quality aids entry into new market segments.
  • Apple's Position Supports Payment Processing Enterprise
    Tue, Sep. 2 AAPL 29 Comments

    Summary

    • Apple's Passbook system grows its position as a payment intermediary, as suggested in 2011.
    • Apple's top-tier customers make its payment network as attractive to sellers as to existing payments firms.
    • Apple has deals underway with American Express, Visa and MasterCard.
  • Apple Scores By Skating Where The Puck Is Going Internationally
    Feb. 12, 2013 AAPL 28 Comments
  • Understanding Apple's Anemic Quarter
    Feb. 6, 2013 AAPL 50 Comments
  • Is Apple's Threat Real In The Living Room?
    Feb. 5, 2013 AAPL 118 Comments
  • Apple: Cheaper Phone Means Cheaper Stock?
    Jan. 16, 2013 AAPL 61 Comments
  • Mobile Manufacturers Part III: Apple Makes More Money
    Jan. 9, 2013 AAPL 59 Comments
  • Apple After The Riot, Shortage, Strike, Etc.: Still A Buy?
    Oct. 9, 2012 AAPL 208 Comments
  • Apple: Pricing Policy, Pricing Power, And Profit
    Sep. 3, 2012 AAPL 39 Comments
  • Has Apple Peaked?
    Aug. 29, 2012 AAPL 77 Comments
  • Why To Buy Apple's Post-Earnings Drop
    Jul. 25, 2012 AAPL 21 Comments
  • Options Investing And Apple's Earnings
    Jul. 6, 2012 AAPL 30 Comments
  • Apple: Still Tops At The Top End?
    Jul. 2, 2012 AAPL 61 Comments
  • Back To The Future: Apple In The Enterprise
    May. 10, 2012 AAPL 32 Comments
  • Behind Apple's Mobile Market Strategy
    May. 7, 2012 AAPL 34 Comments
  • On The 'Decline' Of Apple
    May. 2, 2012 AAPL 140 Comments
  • Apple's Opportunities Broaden: Will It Seize Them?
    May. 1, 2012 AAPL 7 Comments
  • On The Future Of Apple's Growth
    Apr. 27, 2012 AAPL 95 Comments
  • Is Apple's 'Share' In Jeopardy?
    Apr. 20, 2012 AAPL 43 Comments
  • Investing Long/Short To Manage Volatility In Apple
    Apr. 15, 2012 AAPL 14 Comments
  • Apple Has Already Won The Tablet Market
    Mar. 15, 2012 AAPL 101 Comments
  • Cash Creates Opportunity At Apple
    Mar. 6, 2012 AAPL 27 Comments
  • Apple: The Long And The Short Of It
    Mar. 5, 2012 AAPL 7 Comments
  • The Excitement Over Apple Isn't Over
    Nov. 18, 2011 AAPL 30 Comments
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